Possible scenario
Price War Deepens
30% Chance
Perplexity's cut extends the AI infrastructure price war that already forced reductions from OpenAI and Anthropic. The most likely next phase is matching discounts, lower gross-margin expectations, and a shift in investor focus from model capability to unit economics.
Secondary impacts
- Technology -0.7%
- Business Services +0.1%
Tickers
- GOOG-0.7%
Portfolio impact
S&P 500-0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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